Calendar sync copies limited appointment information between a user's Titanium schedule and external calendar(s). The calendar sync feature requires an additional flat yearly fee. You can choose to sync to Google calendars, or Exchange calendars, or both. When using Exchange, you will most often be viewing your university email and calendar by using Outlook. For exchange, the sync will only run when the user is logged into Titanium.
1. | From the calendar screen, click Settings > System Settings> Calendar Sync tab. |
2. | Click in the box to Activate Calendar Sync. |
3. | Enter the activation key received from Titanium when you purchased calendar sync. |
4. | If desired, enter a new number from 1-4 in the full synchronization box. (Note: This is the number of times that a full sync will run per hour. Quick sync only transfers newly created appointments to the external calendar. Full sync transfers all appointments, updates deleted and canceled appointments, and imports designated external appointments.) |
5. | If desired, enter new number in the past box (from 1-30) for calendar sync compare. |
6. | If desired, enter new number in the future box (from 1-60) for calendar sync compare. |
(Note: It is recommended that you do not change the default settings in Steps 4-6. Doing so results in higher processing requirements and will slow Titanium performance for end users when syncs run.)
o | Contact your IT group to obtain the Exchange web service address, and notify them that they will need to approve the request from the Titanium Schedule application to perform the sync function. (Note: The exchange web service address for Office 365 is https://outlook.office365.com/EWS/Exchange.asmx) |
o | Enter the Exchange web service address provided by your IT group in the text box. |
o | Choose the authentication required by your IT group. (Note: For Office 365, select Modern Office 365 using Graph API. Otherwise choose Windows Integrated On Premises Exchange using EWS API.) |
o | Click the check box to allow synchronization to Exchange calendars. |
o | If desired, click the check box under the Exchange heading to allow no show/canceled and rescheduled appointments to be copied to Exchange calendars. |
o | If desired, click the check box to allow location information from Titanium appointments to be copied to Exchange calendars. |
o | If desired, click the check box to allow appointment mode from Titanium appointments to be copied to Exchange calendars. |
o | Click the check box under the Google heading to allow synchronization to Google calendars. |
o | If desired, click the check box to allow no show/canceled and rescheduled appointments to be copied to Google calendars. |
o | If desired, click the check box to allow location information from Titanium appointments to be copied to Google calendars. |
o | If desired, click the check box to allow appointment mode from Titanium appointments to be copied to Google calendars. |
9. | From the pull down menu under the calendar(s) you chose, choose either appointment code or custom text as the subject for copied appointments. |
10. | If you chose custom text, type the subject line in the Custom "Subject" text: field. |
11. | If desired, choose settings to allow users to create appointments on external calendars to be copied into Titanium. (Note: When external appointments are copied into Titanium, their subject lines in the external calendar will be changed the next time that a calendar sync occurs.) |
o | Enter the prefix to be used in the subject line of the remote calendar appointment. |
o | Click the check boxes to allow import from Exchange and/or Google. |
o | Use the pull down menu to choose an appointment code to be used for imported appointments. (Note: The appointment code must be for an "other" type appointment because no clients can be selected when users create appointments on their external calendars.) |
12. | Click the Setup Users to Run Calendar Sync button. |
13. | For each user who will be allowed to sync to an external calendar: |
o | Click the Setup Sync button for the desired user. |
o | Select the User from the list by clicking in the check box next to their name. |
o | If you are allowing sync to Google calendars, select other users whose schedules will be updated when the current user is logged in. |
o | Click the Exchange and/or Google check boxes for the selected user, depending on the calendars you have selected to sync. |
16. | Have all users log out of Titanium and log back in. |
17. | If syncing to Exchange, a separate window will prompt users to grant permission to sync their calendars. (Note: The window may be behind the Titanium log in screen.) |
o | Double click the Titanium Calendar icon on the Windows system tray. |
o | On the pop-up window, click Synchronize > Start a Full Sync now. |
o | Look at the messages to determine whether the sync was successful. |
19. | If calendar sync does not run or has errors, troubleshoot settings: |
o | For Exchange, contact the IT staff member who is responsible for the system and request that they approve Titanium Schedule's request to perform the sync function. |
o | If users do not see the Titanium calendar sync icon, be sure that you have activated the application (Step 2 above) and allowed calendar sync (Step 7 and/or 8). Be sure that the user is set up to have a schedule. Then repeat Steps 16-18. |
o | If settings are correct and users do not see the calendar sync icon, contact your IT group for assistance with .NET installation on user work stations. Then repeat Steps 16-18. |
o | If users have errors when manually running calendar sync, repeat Step 13 to be sure that the user is set up to sync, and repeat Steps 16-18. |
o | If users receive an error that .NET Framework Update is required, contact your IT Group. In order to run Calendar Sync for Google calendars, .NET Framework 4.8 or later must be installed. |
o | If calendar sync has been working and suddenly stops, restart the user's computer and log back into Titanium. |
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